CIM

Contravisory Investment Management Portfolio holdings

AUM $516M
1-Year Est. Return 21.56%
This Quarter Est. Return
1 Year Est. Return
+21.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$232M
AUM Growth
-$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$4.51M
2
+$4.23M
3
+$4.08M
4
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$3.97M
5
SYY icon
Sysco
SYY
+$3.54M

Top Sells

1
+$7.67M
2
+$5.18M
3
+$4.61M
4
WLK icon
Westlake Corp
WLK
+$4.58M
5
MB
MINDBODY, Inc. Class A Common Stock
MB
+$4.57M

Sector Composition

1 Technology 25.27%
2 Healthcare 18.75%
3 Financials 10.86%
4 Consumer Discretionary 9.61%
5 Consumer Staples 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$26K 0.01%
200
+121
227
$26K 0.01%
1,186
-45
228
$24K 0.01%
+981
229
$23K 0.01%
626
230
$23K 0.01%
132
+53
231
$21K 0.01%
443
+200
232
$21K 0.01%
+109
233
$21K 0.01%
245
+96
234
$21K 0.01%
+461
235
$20K 0.01%
+352
236
$19K 0.01%
+300
237
$18K 0.01%
425
238
$17K 0.01%
+1,261
239
$16K 0.01%
202
240
$16K 0.01%
+183
241
$15K 0.01%
362
-27
242
$14K 0.01%
+200
243
$14K 0.01%
384
+193
244
$13K 0.01%
+200
245
$12K 0.01%
69
246
$11K ﹤0.01%
300
247
$10K ﹤0.01%
+300
248
$10K ﹤0.01%
202
-22
249
$8K ﹤0.01%
100
250
$8K ﹤0.01%
+160
8 9
10
11 12